projectfacts 6.8 – Focused on Time Tracking

projectfacts Version 6.8 is focused on time tracking. From now on, service impediments (e.g. due to a doctor’s visit) can be recorded according to Austrian requirements. Special forms of working time (e.g. driving times for drivers and co-drivers) can also be handled separately. A new traffic-light system for your employees’ overtime accounts rounds off the package.

Our Highlights

Recording and Booking Special Working Hours

Sometimes you need special categories of working hours that don’t fit the usual pattern, e.g. for travel or doctor’s visits. With projectfacts 6.8 you can create such time categories tailored to your requirements individually.

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The Overtime Indicator

Overtime has become an indispensable part of working life. All the more important, therefore, that both you and your employees can quickly and intuitively see the status of their hour account. The new overtime indicator helps you do just that. It’s a small but handy tool for managing your employees’ workloads even more effectively.

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Changelog projectfacts 6.8

New Features

• Overtime threshold at the turn of the year is now possible
• Traffic-light system for the status of the overtime account
• Special working hours such as doctor’s visits and travel times can be mapped according to Austrian requirements
• Planned capacities can now be conveniently booked, e.g. via the daily detail manager or “My Capacity Planning”
• New field type “Relation” for custom fields

Improvements

Highlights:

• Optimised creation and maintenance of bookmarks
• Automatic warning if the stopwatch is still running at check-out
• Checks for attendance times
• Price lists can be copied
• Various new time format options for export
• Board entries can now be moved
• The “Invoice items” report now has dynamic columns
• When adding a new appointment participant, an invitation can also be sent at the same time
• Status and owner of one’s own ticket process can now be edited
• Colleagues sidebar displays ongoing appointments
• New configuration option “Visible on creation” for project and capacity fields
• Travel expense reports can be archived via multi-selection
• Menu overviews (menu tiles) of QM lists now show a summary of the status or QM type
• Optimised search algorithms on module main pages
• Right-clicking on an element link opens the corresponding action menu (chocolate bar)
• MS-OAuth support for Office365 mail accounts
• EU countries with VAT
• Bank account and payment method for orders, quotes and documents
• Special down-payment items for billing rules
• Milestones can now be defined in sub-projects if they are not intended to have project-wide validity
• New permission level for the visibility of QM documents

Further minor improvements:

• The sales opportunities list can now also display linked invoices as a column
• Improvements to placeholders for email templates
• New unit “Clients”
• Improvement when copying quotes
• In the time booking dialog, the remaining minimum break is deducted from the bookable time. This prevents any inconsistencies with subsequently deducted breaks
• Notification for new processes in the project process list
• Excel report of attendance times also includes categories on request, e.g. the overview in time tracking
• Placeholders are also replaced in table fields
• Navigation/filtering in the project selection list improved
• In the “Invoice analysis” report, it is now possible to filter by document date or delivery date
• In capacities, an assignment to a project can now be deleted via a list action
• Left area of all QM lists revised and extended with options for status, type and implementation status
• Excel reports no longer open a new tab before the download starts
• PDF reports now use the name of the layout as the filename
• Planning of attendance/absence times now automatically limits the duration for public holidays or vacation
• The lists Organisations, Prospects, Customers and Suppliers have been extended with the active column “Key account manager” including filter
• Multiple blocked contacts can be assigned to a campaign via multi-selection
• In the project times report, the columns creation date, modification date and “Verified time (internal/external)” have been added and made exportable
• Sender filter for mail accounts now allows more than 255 characters
• Attendance export added
• DATEV export via template
• Posting key and default matching for DATEV export

Bug Fixes

• In the project detail manager, “To Do” now also fills every secondary role when it should be displayed
• Cancellations with percentage items are now calculated correctly again
• External hourly rate is calculated again in the project framework conditions
• External editor of tickets works again
• When creating a project from a template, the alarm is now also copied as “active”
• Groups in the document list are displayed correctly again
• Capacity comments can be saved again
• In document items, the description and quantity can again be edited via a list action
• Import within a price list
• Half vacation days are no longer displayed as full vacation days in the calendar and in the colleague overview
• Employee default settings regarding handling of capacity conflicts are now applied to vacation requests
• Visibility of project roles in the project structure view unified
• Project links to non-visible projects are now also no longer visible
• It is now possible again to filter by milestones in a project
• Numeric values of the summary in sales opportunities corrected
• Appointment invitations are again displayed correctly in the ticket system
• Module search for organisations now also finds the official name (name for correspondence)
• Permission for personal pinboard is now also checked in the main menu (My Pinboard)
• Alarm lists in detail managers could not be called up in some cases
• Paging via the quick filter in the overtime and vacation report works again
• Parts of the labels of the list layout are no longer unnecessarily truncated
• Vacation requests must be cancelled before deletion (otherwise an error message appeared)
• The capacity analysis in week or day view now also correctly displays plans that were only carried out on a monthly basis for some months
• The daily detail manager action is now also visible when only sick leave types are defined (i.e. also without further attendance/absence categories)
• In the list of colour markings in the configuration, all bookmarks can be deleted
• In the configuration, fields in the employee attribute list are no longer displayed twice
• Deletion period for contacts is now updated when creating a new ticket process
• Search results in the module search are no longer displayed twice in the first tab
• The project analysis did not take the date filter into account in the summary
• General break calculation and recalculation when deleting attendance blocks
• Correction of negatively calculated breaks
• The salutation in campaign emails is now correctly replaced, if applicable with the value stored in the master data
• The import of vacation requests now also works with the new attendance categories
• Custom fields are no longer displayed twice in the contact creation dialog
• Editing sick leave entries in HR now works correctly
• If the user can approve vacation for more than 30 colleagues, the vacation overview only shows the requests under the request list
• SLA mail text replacement in auto-reply
• New employee appraisals can be created in HR again
• The “Project role” reviewer setting for documents now works correctly
• No more unnecessary messages for disabled checks
• Caching problem fixed, due to which checks with conditions were not opened in some cases
• No more access to the billing item of a project via the master data when permissions are missing
• Cumulation in project time lists now totals all values
• Output of the vacation type via the REST API is now possible again
• “Today” of the user instead of “Today” of the server is now marked in capacity planning and is the default date when booking time